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The Stingy News Weekly (10/14/2013)


"Nothing is so permanent as a temporary government program."
- Milton Friedman


Stingy News Flash

Canadian MoneySaver Talk

The Canadian MoneySaver is holding a seminar at the World Moneyshow in Toronto at which I'll be presenting a talk called "Balance, Dividends, and Value".

The main convention runs from October 24 through 26 at the Metro Toronto Convention Centre. The details can be found at ...

http://www.moneyshow.com/tradeshow/toronto/world_moneyshow/

The Canadian MoneySaver event will be held on Saturday that 26th. The line up of speakers, and topics, can be perused at ...

http://www.canadianmoneysaver.ca/events

I believe attendance is free this year but registration is required and space is limited. If you want to sign up, the organizers have asked me to tell you to use priority code 033132 when you register or use the following link.

https://secure.moneyshow.com/msc/toms/registration.asp?sid=TOMS13&scode=032875

Be sure to drop by and say hi.




New @ StingyInvestor

Why cash is not trash
"Holding a concentrated portfolio that contains only a few stocks is a two-edged sword. If you pick the right stocks, they can pay off in spades. But if you don't, you might be taken to the poorhouse."


Finding value among U.S. dividend stocks
"To obtain a well-rounded portfolio, dividend investors should pick up at least a few international stocks. That's why I'm on the hunt today for U.S. dividend payers that might also appeal to value investors."


Stingy Links

Graham & Doddsville: Fall 2013
Be sure to read the Guy Spier interview: Build Your Life in a Way That Suits You


America's default on its debt is inevitable
"This is the unsustainable conceit of the world's superpower-cum-super debtor. By deed, if not audible word, we Americans say: 'The greenback is the world's great monetary brand. You have no choice but to use it. Like it or lump it.' But the historical record of paper currencies is clear: Governments always over-issue it. The people finally do lump it."


Cyclically adjusted valuation measures
"We confirm the effectiveness of using cyclically-adjusted valuation metrics to identify high performing stocks. The Shiller P/E, or cyclically-adjusted price-to-earnings (CAPE) ratio, is not the optimal way to implement a cyclically-adjusted value measure. At the margin, the cyclically-adjusted book-to-market (CA-BM) is a better measure to predict returns. We find that more frequent rebalancing and momentum can enhance strategies based on cyclically-adjusted valuation metrics."


The dark side of compound interest
"If being in thrall to compound interest is a problem for you, just imagine how it feels for Warren Buffett. The world's richest man has compounded his wealth by 20% since the early 1970s. Before that has was doing even better. Every can of soda the notorious Coca-Cola fan swigged in the 1950s therefore cost him thousands of times as much as he paid for it, compared to if he'd put the money into his investments and had a glass of water."



DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)1445
Verizon (VZ)1245
Intel (INTC)4435
Merck (MRK)1325
Chevron (CVX)5555
McDonald's (MCD)3115
Microsoft (MSFT)4314
Pfizer (PFE)5414
General Electric (GE)3534
EI DuPont (DD)4244
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Pfizer (PFE)5414
JP Morgan Chase (JPM)5533
Chevron (CVX)5555
Goldman Sachs (GS)5531
Travelers (TRV)5542
Exxon Mobil (XOM)5453
EI DuPont (DD)4244
Cisco (CSCO)4523
Intel (INTC)4435
IBM (IBM)4132
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Pfizer (PFE)54142.41
Chevron (CVX)55552.81
JP Morgan Chase (JPM)55333.03
Intel (INTC)44353.22
Exxon Mobil (XOM)54533.77
EI DuPont (DD)42443.89
Microsoft (MSFT)43143.89
Cisco (CSCO)45234.18
Travelers (TRV)55424.56
Caterpillar (CAT)43534.65
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Chevron (CVX)YYY
EI DuPont (DD)YYY
Intel (INTC)YYY
Pfizer (PFE)YYY
Cisco (CSCO)YY
Exxon Mobil (XOM)YY
JP Morgan Chase (JPM)YY
Microsoft (MSFT)YY
Travelers (TRV)YY
AT&T (T)Y
Caterpillar (CAT)Y
General Electric (GE)Y
Goldman Sachs (GS)Y
IBM (IBM)Y
McDonald's (MCD)Y
Merck (MRK)Y
Verizon (VZ)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
TransAlta (TA)3335
Crescent Point (CPG)0315
Canadian Oil Sands (COS)5225
Enerplus (ERF)0515
Iamgold (IMG)5545
BCE Inc. (BCE)4135
Penn West Petroleum (PWT)1535
CIBC (CM)5235
ARC Resources (ARX)1215
EnCana (ECA)0225
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Power Corp of Canada (POW)5454
National Bank (NA)5334
Brookfield (BAM.A)5441
Agrium (AGU)5352
CIBC (CM)5235
Canadian Oil Sands (COS)5225
Bank of Montreal (BMO)5334
Bank of Nova Scotia (BNS)5324
Iamgold (IMG)5545
Imperial Oil (IMO)5241
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Canadian Oil Sands (COS)52251.49
Power Corp of Canada (POW)54541.86
CIBC (CM)52352.10
Iamgold (IMG)55452.11
National Bank (NA)53342.20
TransAlta (TA)33352.33
Bank of Montreal (BMO)53342.52
BCE Inc. (BCE)41352.66
Bank of Nova Scotia (BNS)53242.67
Potash Corp. (POT)42152.92
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
CIBC (CM)YYY
Canadian Oil Sands (COS)YYY
Iamgold (IMG)YYY
BCE Inc. (BCE)YY
Bank of Montreal (BMO)YY
Bank of Nova Scotia (BNS)YY
National Bank (NA)YY
Power Corp of Canada (POW)YY
TransAlta (TA)YY
ARC Resources (ARX)Y
Agrium (AGU)Y
Brookfield (BAM.A)Y
Crescent Point (CPG)Y
EnCana (ECA)Y
Enerplus (ERF)Y
Imperial Oil (IMO)Y
Penn West Petroleum (PWT)Y
Potash Corp. (POT)Y
Notes...



The Rothery Report
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The Rothery Report provides research on select deep-value stocks in North America. Discover overlooked and undervalued stocks in quarterly investment reports which provide detailed analysis of Canadian and U.S. stocks. Weekly email news and additional updates keep subscribers informed about new opportunities and developments.

Rothery Report Performance
(03/31/2001 to 06/30/2013)
Average Capital Gain
44.8%



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